Vanguard Emerging ETF (VWO)

(A Top Pick August 24/17, Down 6%) Took a stop loss in June, and bought US equities. Long-term, EM is the place to be, but it’s going to have its highs and lows. At some point, once sentiment turns, it’s a spot to get back into.

Investors need to look outside the borders of North America, and start looking at Europe, Asia and the emerging developing markets. With this ETF, you have a broad market cap-weighted exposure to companies in countries like China, Taiwan, India, South Africa and Brazil. Emerging markets has been the clear winner this year. Looking at valuations, the EM index is trading at 14.8X Forward Price Earnings, a 25% discount to the S&P. Valuations are very, very attractive.

This is one if you want a broad exposure to emerging markets. Has a lot of the growthier types of names. A lot reside in China and a lot are in technology.

Emerging markets are quite strong compared to North America.

It is low cost and liquid. He likes this but you can go one step further and look at individual countries. You want importers of energy like India. You want Asia more than Latin America.

Emerging markets ETF. No south Korea. Emerging markets should not be a long term hold.

Emerging markets are the relatively cheap place in the world. Would avoid Europe for the next 3-5 months because of German elections. For the next year or two it will be range trading as China resets. Sept or Oct could be a better opportunity.